Page Comparison

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PCR360 Service Order Status

Confirm

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Service Orders with changes are ready to be billed.  Do they need to be finalized or voided?

Active GLAs on Services

Pull two report from PCR360 then run simple query in Access

• Inactive GLAs - Main : Catalog : G/L Accounts (GLA), filter using the Status column
• All Services with Charges - Reporting : Bills/Calls : Charges, use Perspective: Billing Checkup: Active Charges

Duplicate Charges

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Use Excel to find

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services with duplicate charges in the report file. This happens with all Upgrade/Downgrade Actions.  Ignore Server Hosting Services

• Reporting : Bills/Calls : Charges, use Perspectives: Billing Checkup: Duplicate Charges
• When in Excel, highlight the Service ID Charged Item column and then Home > Conditional Formating > Highlight Cell Rules > Duplicate Values
  Ignore Server Hosting Services

Unchecked Billable Box

Services with charges but the Billable box checked.  This is a bug and fixed with PCR360 version 2019.5

• Services : View / Report : All Services, use Perspectives: Billing Checkup: Billable

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• Pull two report from PCR360 then run unmatch queries un-match query in Access: Service needs MRC without Active Charges
  • Services : View / Report : All Services, use Perspectives: Billing Checkup: Service needs MRC
  • Reporting : Bills/Calls : Charges, using Perspectives = Billing Checkup: Active Charges

GLAs missing from Department

Query reports in Access

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: GLA Catalog

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without Dept GLA Restrict

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• GLA Catalog
• Admin : Adhoc Grids | Dept GLA RestrictGLA Catalog

Import updates, use Import Format: Add GLAs to Departments

• Import Field format examples
  • Code = JV > 610300
  • GLA = D-TEL101
  • Billing Group = JV

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